PDXpert PLM Software
On-line Help Guide
This help topic describes the current PDXpert PLM release. Earlier releases may be different. To view your release's version of this topic, open PDXpert and press the F1 key or select the Help menu.
Organizations collection import
The import file adds or updates the Organizations collectionmembers. Existing database records that link to an updated collection member show the updated information.
Each row in the import file represents one organization record with name, contact details and classifications.
The Batch Importer tool can generate a CSV template file, which can be used to import your data. Select Collection: Organizations from the dropdown list, click theExport button, and save the file to a convenient location.
If your data doesn't have DisplayName values, leave the value empty to let the importer create the first set. If you want to improve on the calculated values, export the collection members, edit any of the calculated values, and import the updated file with the final values.
| Column name | Data type | Value if empty | Description |
|---|---|---|---|
| Name | string | row is skipped | REQUIRED: This is the name of the company, agency or other organization. If the value is empty, the row is not imported. If the Name value cannot be matched to a collection member, then a new collection member is added; otherwise, the matching collection member's properties are updated. |
| DisplayName | string | up to 10 characters | Organization's abbreviation or acronym. When empty, an abbreviation is calculated from the Name value. |
| DUNS | string | no value | Dun & Bradstreet D-U-N-S nine-digit identification identifier. |
| DUNS4 | string | no value | D&B issues a 13-digit (9+4) value that identifies the organization and its geographic location. |
| Language | Languages | default member | The organization's preferred language for communications. Use the Languages member'sName value in this column. If the value is empty, then the default collection member (e.g., English) is used as the record's selection. |
| PartnerClassification | Partner Classifications | default member | The organization's relationship to your own organization. Use the Partner Classifications member'sName value in this column. If the value is empty, then the default collection member (e.g., Manufacturer) is used as the record's selection. |
| CurrencyShort | Currencies | default member | This is the organization's preferred currency. Use the Currencies member'sCurrency code value in this column. If the value is empty, then the default collection member (e.g., USD) is used as the record's selection. |
| URL | string | no value | The organization's home page or intranet page. |
| POBox | string | no value | Post office box number. |
| Street | string | no value | Physical street address. |
| City | string | no value | City. |
| Region | string | no value | State, province or similar area. |
| PostalCode | string | no value | ZIP, PIN or similar post code. See note 1. |
| Country | Countries | default member | Use the Countriescollection member'sName value in this column. If the value is empty, then the default collection member (e.g., United States of America) is used as the record's selection. |
| EmailPrimary | string | no value | Primary email address (email 1). |
| EmailSecondary | string | no value | Secondary email address or IM/chat identifier (email 2). |
| PhoneMain | string | no value | Main office phone number (phone 1). |
| PhoneFax | string | no value | Facsimile phone number (phone 2). |
| PhoneAlternate | string | no value | Alternate/mobile phone number (phone 3). |
| PhoneEmergency | string | no value | Emergency/pager phone number (phone 4). |
| Notes | string | no value | Miscellaneous information. |
Notes:
Do not update this value for the home (default) organization. It is specified in the software license key. Differences during import may disable your license. Use the Tools ➔ Software License Key…menu to import a new license with the correct postal code.
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